Oracle Fusion Middleware Installing and Configuring Oracle Business Intelligence. 12c ( )

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1 Oracle Fusion Middleware Installing and Configuring Oracle Business Intelligence 12c ( ) E May 2018

2 Oracle Fusion Middleware Installing and Configuring Oracle Business Intelligence, 12c ( ) E Copyright 2015, 2018, Oracle and/or its affiliates. All rights reserved. Primary Author: Priyanka Chheda This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

3 Contents Preface Audience Documentation Accessibility Related Documents Conventions vi vi vi vii 1 About the Oracle Business Intelligence Installation Introduction to Installing a Production Environment 1-1 Using the Standard Installation Topology as a Starting Point 1-1 About the Business Intelligence Standard Installation Topology 1-2 About Elements in the Standard Installation Topology Illustration 1-3 Using This Document to Extend an Existing Domain Preparing to Install and Configure Oracle Business Intelligence Roadmap for Installing and Configuring a Standard Installation Topology 2-1 Roadmap for Verifying Your System Environment 2-3 Verifying Certification, System, and Interoperability Requirements 2-4 Selecting an Installation User 2-4 About User Permissions 2-5 About Non-Default User Permissions on UNIX Operating Systems 2-7 Verifying that the Installation User has Administrator Privileges on Windows Operating Systems 2-7 About the Directories for Installation and Configuration 2-8 About the Recommended Directory Structure 2-8 About the Oracle Home Directory 2-9 About the Domain Home Directory 2-10 About the Application Home Directory 2-11 Installing Multiple Products in the Same Domain 2-11 Preparing for Shared Storage 2-12 About JDK Requirements for an Oracle Fusion Middleware Installation 2-12 About Database Requirements for an Oracle Fusion Middleware Installation 2-12 iii

4 Obtaining the Product Distribution 2-13 About Product Distributions 2-13 Verifying Whether EndPoint URLs are Resolving to a Fully Qualified Domain Name Installing the Oracle Business Intelligence Software Verifying the Installation Checklist 3-1 Starting the Installation Program 3-3 Navigating the Installation Screens 3-3 Verifying the Installation 3-4 Reviewing the Installation Log Files 3-5 Checking the Directory Structure 3-5 Viewing the Contents of the Oracle Home 3-5 Checking the Directory Structure Configuring Oracle Business Intelligence About the Oracle Business Intelligence Configuration Assistant 4-1 Configuration Assistant Prerequisites 4-1 Creating the Database Schemas 4-2 Installing and Configuring a Certified Database 4-2 Starting the Repository Creation Utility 4-3 Navigating the Repository Creation Utility Screens to Create Schemas 4-3 Introducing the RCU 4-3 Selecting a Method of Schema Creation 4-4 Providing Database Connection Details 4-4 Specifying Schema Passwords 4-4 Completing Schema Creation 4-5 Configuring the BI Domain with the Configuration Assistant Next Steps After Configuring the Domain Performing Basic Administrative Tasks 5-1 Performing Additional Domain Configuration Tasks 5-2 Preparing Your Environment for High Availability 5-3 Configuring Visual Analyzer Uninstalling or Reinstalling Oracle Business Intelligence Removing Your Database Schemas 6-1 Uninstalling the Software 6-2 Starting the Uninstall Wizard 6-2 iv

5 Selecting the Product to Uninstall 6-2 Navigating the Uninstall Wizard Screens 6-3 Removing the Oracle Home Directory Manually 6-3 Removing the Program Shortcuts on Windows Operating Systems 6-3 Removing the Domain and Application Data 6-4 Reinstalling the Software Installing R and Oracle R Enterprise for External Logical SQL Functions Installing R and R Packages 7-1 Before You Begin the Installation 7-1 Installing R and R Packages on Linux Platforms 7-2 Installing R and R Packages on Windows 7-3 To Install R on Windows: 7-3 To Install R Packages on Windows: 7-3 Installing Oracle R Enterprise and Required R Packages on the Oracle Database 7-3 Before You Begin the Installation 7-4 Installing Oracle R Enterprise and R Packages 7-4 Configuring Oracle R Enterprise to Work with Oracle BI EE 7-4 A Troubleshooting the Installation of Oracle BI Starting the BI Instance A-1 Troubleshooting ImportMeFirst Error A-2 Installing Oracle BI with Oracle Database Release A-3 B Updating the JDK After Installing and Configuring an Oracle Fusion Middleware Product About Updating the JDK Location After Installing an Oracle Fusion Middleware Product B-1 Updating the JDK Location in an Existing Oracle Home B-2 Updating the JDK Location in an Existing Domain Home B-3 v

6 Preface Preface This document describes how to install and configure Oracle Business Intelligence. Audience Audience Documentation Accessibility Related Documents Conventions Learn about the conventions used in this document. This guide is intended for system administrators or application developers who are installing and configuring Oracle Business Intelligence. It is assumed that readers are familiar with web technologies and have a general understanding of Windows and UNIX platforms. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at ctx=acc&id=docacc. Access to Oracle Support Related Documents Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit lookup?ctx=acc&id=info or visit if you are hearing impaired. Refer to the Oracle Fusion Middleware Library for additional information. For more information about Oracle Business Intelligence, see Oracle Business Intelligence Enterprise Edition Documentation. For installation information, see Fusion Middleware Installation Documentation. For upgrade information, see Fusion Middleware Upgrade Documentation. For administration-related information, see Fusion Middleware Administration Documentation. For release-related information, see Fusion Middleware Release Notes. vi

7 Preface Conventions Learn about the conventions used in this document. This document uses the following text conventions: Convention boldface italic monospace Meaning Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. vii

8 1 About the Oracle Business Intelligence Installation The standard installation for Oracle Business Intelligence described in this guide creates the standard topology, which represents a sample starting topology for this product. Introduction to Installing a Production Environment This guide describes how to use Oracle Business Intelligence distribution to install and configure a standard installation topology as a starting point for a production environment. Using the Standard Installation Topology as a Starting Point The standard installation topology is a flexible topology that you can use as a starting point in production environments. Using This Document to Extend an Existing Domain The procedures in this guide describe how to create a new domain. The assumption is that no other Oracle Fusion Middleware products are installed on your system. Introduction to Installing a Production Environment This guide describes how to use Oracle Business Intelligence distribution to install and configure a standard installation topology as a starting point for a production environment. To install Oracle BI in a production environment, Oracle recommends that you download, install, and configure Oracle BI on a single host, by following the instructions given in this guide. See Understanding the Business Intelligence Enterprise Deployment Topology in Enterprise Deployment Guide for Oracle Business Intelligence. Using the Standard Installation Topology as a Starting Point The standard installation topology is a flexible topology that you can use as a starting point in production environments. The information in this guide helps you to create a standard installation topology for Oracle Business Intelligence. If required, you can later extend the standard installation topology to create a secure and highly available production environment, see Next Steps After Configuring the Domain. The standard installation topology represents a sample topology for this product. It is not the only topology that this product supports. See About the Standard Installation Topology in Planning an Installation of Oracle Fusion Middleware. 1-1

9 Chapter 1 Using the Standard Installation Topology as a Starting Point About the Business Intelligence Standard Installation Topology This topology represents a standard WebLogic Server domain that contains an Administration Server and a cluster that contains two Managed Servers. About Elements in the Standard Installation Topology Illustration The standard installation topology typically includes common elements. About the Business Intelligence Standard Installation Topology This topology represents a standard WebLogic Server domain that contains an Administration Server and a cluster that contains two Managed Servers. The following figure shows the standard installation topology for Business Intelligence. See Table 1-1 for information on the elements for this topology. Figure 1-1 Business Intelligence Standard Installation Topology Note: 1-2

10 Chapter 1 Using the Standard Installation Topology as a Starting Point About Elements in the Standard Installation Topology Illustration The standard installation topology typically includes common elements. The following table describes all elements of the topology illustration: Table 1-1 Description of Elements in Standard Installation Topologies Element APPHOST DBHOST WebLogic Domain Administration Server Enterprise Manager Cluster Machine Managed Server Infrastructure Description and Links to Related Documentation A standard term used in Oracle documentation to refer to the machine that hosts the application tier. A standard term used in Oracle documentation to refer to the machine that hosts the database. A logically related group of Java components (in this case, the Administration Server, Managed Servers, and other related software components). See What Is an Oracle WebLogic Server Domain? in Understanding Oracle Fusion Middleware. Central control entity of a WebLogic domain. It maintains configuration objects for that domain and distributes configuration changes to Managed Servers. See What Is the Administration Server? in Understanding Oracle Fusion Middleware. The Oracle Enterprise Manager Fusion Middleware Control is a primary tool used to manage a domain. See Oracle Enterprise Manager Fusion Middleware Control in Understanding Oracle Fusion Middleware. A collection of multiple WebLogic Server instances running simultaneously and working together. See Overview of Managed Servers and Managed Server Clusters in Understanding Oracle Fusion Middleware. A logical representation of the computer that hosts one or more WebLogic Server instances (servers). Machines are also the logical glue between the Managed Servers and the Node Manager. In order to start or stop the Managed Servers using the Node Manager, associate the Managed Servers with a machine. A host for your applications, application components, web services, and their associated resources. See Overview of Managed Servers and Managed Server Clusters in Understanding Oracle Fusion Middleware. A collection of services that include the following: Metadata repository (MDS) contains the metadata for Oracle Fusion Middleware components, such as the Oracle Application Developer Framework. See What Is the Metadata Repository? in Understanding Oracle Fusion Middleware. Oracle Application Developer Framework (Oracle ADF). Oracle Web Services Manager (OWSM). 1-3

11 Chapter 1 Using This Document to Extend an Existing Domain Using This Document to Extend an Existing Domain The procedures in this guide describe how to create a new domain. The assumption is that no other Oracle Fusion Middleware products are installed on your system. If you have installed and configured other Oracle Fusion Middleware products on your system (for example, Fusion Middleware Infrastructure, with a domain that is up and running) and wish to extend the same domain to include Oracle Business Intelligence, see Installing Multiple Products in the Same Domain. 1-4

12 2 Preparing to Install and Configure Oracle Business Intelligence To prepare for your Oracle Business Intelligence installation, verify that your system meets the basic requirements, then obtain the correct installation software. Roadmap for Installing and Configuring a Standard Installation Topology This roadmap provides the steps required to install and configure a standard Oracle Business Intelligence installation topology. Roadmap for Verifying Your System Environment Before you begin the installation and configuration process, you must verify your system environment. Obtaining the Product Distribution You can obtain the Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence distribution on the Oracle Technology Network (OTN). About Product Distributions You create the initial Oracle Business Intelligence domain using the Oracle Fusion Middleware Infrastructure distribution, which contains both Oracle WebLogic Server software and Oracle Java Required Files (JRF) software. Verifying Whether EndPoint URLs are Resolving to a Fully Qualified Domain Name Before you install Oracle BI, you must make sure that the EndPoint URLs resolves to a FQDN or you use the Frontend Load Balancer for server-side configuration. Roadmap for Installing and Configuring a Standard Installation Topology This roadmap provides the steps required to install and configure a standard Oracle Business Intelligence installation topology. Table 2-1 provides the high-level steps required for installing a standard installation topology. Table 2-1 Standard Installation Roadmap Task Description Documentation Verify your system environment. Before you begin the installation, verify that the minimum system and network requirements are met. See Roadmap for Verifying Your System Environment. 2-1

13 Chapter 2 Roadmap for Installing and Configuring a Standard Installation Topology Table 2-1 (Cont.) Standard Installation Roadmap Task Description Documentation Check for any mandatory patches that are required before the installation. Obtain the appropriate distributions. Determine your installation directories. Install prerequisite software. Install the software. Select a database profile and review any required custom variables. Create the schemas. Create a WebLogic domain. Review the Oracle Fusion Middleware Infrastructure release notes to see if there are any mandatory patches required for the software products that you are installing. Oracle BI EE requires an existing Oracle Fusion Middleware Infrastructure installation and must be installed in the same Oracle home directory as Oracle Fusion Middleware Infrastructure. Therefore, you must obtain the following distributions: fmw_ _infrastructure_ generic.jar, (UNIX) fmw_ _bi_platform_lin ux64.bin, or (Windows) setup_fmw_ _bi_platfo rm_win64.exe. Verify that the installer can access or create the required installer directories. Also, verify that the directories exist on systems that meet the minimum requirements. Install Oracle Fusion Middleware Infrastructure to create the Oracle home directory. Then install Oracle Business Intelligence in to the same Oracle home. Run the Oracle Universal Installer to install Oracle Business Intelligence. Installing the software transfers the software to your system and creates the Oracle home directory. Before you install the required schemas in the database, review the information about any custom variables you need to set for the Oracle Business Intelligence schemas. Run the Repository Creation Utility to create the schemas required for configuration. Use the Configuration Wizard/ Assistant to create and configure the WebLogic domain. See Install and Configure in Release Notes for Oracle Fusion Middleware Infrastructure. See About Product Distributions. See What Are the Key Oracle Fusion Middleware Directories? in Understanding Oracle Fusion Middleware. See Installing the Infrastructure Softwarein Installing and Configuring the Oracle Fusion Middleware Infrastructure. See Installing the Oracle Business Intelligence Software. See About Database Requirements for an Oracle Fusion Middleware Installation. See Creating the Database Schemas. See Configuring the BI Domain with the Configuration Assistant to create the standard topology for Oracle Business Intelligence. 2-2

14 Chapter 2 Roadmap for Verifying Your System Environment Table 2-1 (Cont.) Standard Installation Roadmap Task Description Documentation Administer and prepare your domain for high availability. Discover additional tools and resources to administer your domain and configure your domain to be highly available. See Next Steps After Configuring the Domain. Roadmap for Verifying Your System Environment Before you begin the installation and configuration process, you must verify your system environment. Table 2-2 identifies important tasks and checks to perform to ensure that your environment is prepared to install and configure Oracle Business Intelligence. Table 2-2 Roadmap for Verifying Your System Environment Task Description Documentation Verify certification and system requirements. Identify a proper installation user. Select the installation and configuration directories on your system. Install a certified JDK. Install and configure a database for mid-tier schemas. Verify that your operating system is certified and configured for installation and configuration. Verify that the installation user has the required permissions to install and configure the software. Verify that you can create the necessary directories to install and configure the software, according to the recommended directory structure. The installation program for the distribution requires a certified JDK present on your system. To configure your WebLogic domain, you must have access to a certified database that is configured for the schemas required by Oracle Business Intelligence. See Verifying Certification, System, and Interoperability Requirements. See Selecting an Installation User. See About the Directories for Installation and Configuration. See About JDK Requirements for an Oracle Fusion Middleware Installation. See About Database Requirements for an Oracle Fusion Middleware Installation. Verifying Certification, System, and Interoperability Requirements Oracle recommends that you use the certification matrix and system requirements documents with each other to verify that your environment meets the requirements for installation. Selecting an Installation User The user who installs and configures your system must have the required permissions and privileges. About the Directories for Installation and Configuration During the installation and domain configuration process, you must plan on providing the locations for these directories: Oracle home, Domain home, and the Application home. 2-3

15 Chapter 2 Roadmap for Verifying Your System Environment About JDK Requirements for an Oracle Fusion Middleware Installation Most Fusion Middleware products are in.jar file format. These distributions do not include a JDK. To run a.jar distribution installer, you must have a certified JDK installed on your system. About Database Requirements for an Oracle Fusion Middleware Installation Many Oracle Fusion Middleware products require database schemas prior to configuration. If you do not already have a database where you can install these schemas, you must install and configure a certified database. Verifying Certification, System, and Interoperability Requirements Oracle recommends that you use the certification matrix and system requirements documents with each other to verify that your environment meets the requirements for installation. 1. Verifying that your environment meets certification requirements: Make sure that you install your product on a supported hardware and software configuration. See the certification document for your release on the Oracle Fusion Middleware Supported System Configurations page. Oracle has tested and verified the performance of your product on all certified systems and environments. Whenever new certifications are released, they are added to the certification document right away. New certifications can be released at any time. Therefore, the certification documents are kept outside the documentation libraries and are available on Oracle Technology Network. 2. Using the system requirements document to verify certification: Oracle recommends that you use the Oracle Fusion Middleware System Requirements and Specifications document to verify that the certification requirements are met. For example, if the certification document indicates that your product is certified for installation on 64-Bit Oracle Linux 6.5, use this document to verify that your system meets the required minimum specifications. These include disk space, available memory, specific platform packages and patches, and other operating system-specific requirements. System requirements can change in the future. Therefore, the system requirement documents are kept outside of the documentation libraries and are available on Oracle Technology Network. 3. Verifying interoperability among multiple products: To learn how to install and run multiple Fusion Middleware products from the same release or mixed releases with each other, see Oracle Fusion Middleware 12c Interoperability and Compatibility in Understanding Interoperability and Compatibility. Selecting an Installation User The user who installs and configures your system must have the required permissions and privileges. About User Permissions The user who installs a Fusion Middleware product owns the files and has certain permissions on the files. 2-4

16 Chapter 2 Roadmap for Verifying Your System Environment About User Permissions About Non-Default User Permissions on UNIX Operating Systems Changing the default permission setting reduces the security of the installation and your system. Oracle does not recommend that change the default permission settings. Verifying that the Installation User has Administrator Privileges on Windows Operating Systems To update the Windows Registry, you must have administrator privileges. The user who installs a Fusion Middleware product owns the files and has certain permissions on the files. Read and write permissions on all non-executable files (for example,.jar,.properties, or.xml). All other users in the same group as the file owner have read permissions only. Read, write, and execute permissions on all executable files (for example,.exe,.sh, or.cmd). All other users in the same group as the file owner have read and execute permissions only. This means that someone other than the person who installs the software can use the installed binaries in the Oracle home directory to configure a domain or set of Fusion Middleware products. During configuration, the files generated by the configuration process are owned by the user who ran the Configuration Wizard. This user has the same permissions as described above for the installation user. However, security-sensitive files are not created with group permissions. Only the user that created the domain has read and write permissions and can administer the domain. Consider the following examples: Example 1: A Single User Installs the Software and Configures the Domain This example explains the file permissions where the same user installs the software and configures the domain. To ensure proper permissions and privileges for all files, Oracle recommends that the same owner perform both tasks: install the Oracle Fusion Middleware product and configure the WebLogic Server domain by using the Configuration Wizard. 2-5

17 Chapter 2 Roadmap for Verifying Your System Environment Figure 2-1 Directory Structure when a Single User Installs the Software and Configures the Domain home oracle product Oracle Home (Oracle_Home) The Oracle home is created by User1 during product installation. User1 has read/write/execute permissions on all executable files, and read/write permissions on all other files. All other users in User1 s group have read/execute permissions on all executable files, and read permissions on all other files. config Domain Home (domains) Application Home (applications) The Domain home and Application home are created by User1 during product installation. User1 has read/write/execute permissions on all executable files, and read/write permissions on all other files. All other users in User1 s group have read/execute permissions on all executable files, and read permissions on all other files. If the user who creates the domain is different than the user who installed the software, then both users must have the same privileges, as shown in the next example. Example 2: The Oracle Home Directory and Domain are Created by Different Users This example explains the file permissions where one user creates the Oracle home and another user configures the domain. Figure 2-2 Directory Structure when Different Users Install the Software and Configure the Domain home oracle product Oracle Home (Oracle_Home) The Oracle home is created by User1 during product installation. User1 has read/write/execute permissions on all executable files, and read/write permissions on all other files. All other users in User1 s group have read/execute permissions on all executable files, and read permissions on all other files. config Domain Home (domains) Application Home (applications) The Domain home and Application home are created by User2 during product installation. User2 has read/write/execute permissions on all executable files, and read/write permissions on all other files. All other users in User2 s group (including User1) have read/execute permissions on all executable files, and read permissions on all other files. 2-6

18 Chapter 2 Roadmap for Verifying Your System Environment Note: Certain domain files do not have group permissions. For example, cwallet.sso. Consider the following points before you run the installer: On UNIX operating systems, Oracle recommends that you set umask to 027 on your system before you install the software. This ensures that the file permissions are set properly during installation. Use the following command: umask 027 You must enter this command in the same terminal window from which you plan to run the product installer. On UNIX operating systems, do not run the installation program as a root user. If you run the installer as a root user, the startup validation may fail and you cannot continue the installation. When you manage a product installation (for example, applying patches or starting managed Servers), use the same user ID that you used to install the product. On Windows operating systems, you must have administrative privileges to install the product. See Verifying the Installation User has Administrator Privileges on Windows Operating Systems. About Non-Default User Permissions on UNIX Operating Systems Changing the default permission setting reduces the security of the installation and your system. Oracle does not recommend that change the default permission settings. If other users require access to a particular file or executable, use the UNIX sudo command or other similar commands to change the file permissions. Refer to your UNIX operating system Administrator's Guide or contact your operating system vendor, if you need further assistance. Verifying that the Installation User has Administrator Privileges on Windows Operating Systems To update the Windows Registry, you must have administrator privileges. By default, users with the administrator privilege sign in to the system with regular privileges, but can request elevated permissions to perform administrative tasks. To perform a task with elevated privileges: 1. Find the Command Prompt icon, either from the Start menu or the Windows icon in the lower-left corner. 2. Right-click Command Prompt and select Run as administrator. This opens a new command prompt window, and all actions performed in this window are done with administrator privileges. 2-7

19 Chapter 2 Roadmap for Verifying Your System Environment Note: If you have User Access Control enabled on your system, you may see an additional window asking you to confirm this action. Confirm and continue with this procedure. 3. Perform the desired task. For example, to start the product installer: For a jar file, enter: java jar distribution_name.jar For an executable (.exe,.bin, or.sh file), enter: distribution_name.exe About the Directories for Installation and Configuration During the installation and domain configuration process, you must plan on providing the locations for these directories: Oracle home, Domain home, and the Application home. About the Recommended Directory Structure Oracle recommends specific locations for the Oracle Home, Domain Home, and Application Home. About the Oracle Home Directory When you install any Oracle Fusion Middleware product, you must use an Oracle home directory. About the Domain Home Directory The Domain home is the directory where domains that you configure are created. About the Application Home Directory The Application home is the directory where applications for domains you configure are created. Installing Multiple Products in the Same Domain There are two methods to install and configure multiple products in one domain. This is also known as extending a domain. Preparing for Shared Storage Oracle Fusion Middleware allows you to configure multiple WebLogic Server domains from a single Oracle home. This allows you to install the Oracle home in a single location on a shared volume and reuse the Oracle home for multiple host installations. About the Recommended Directory Structure Oracle recommends specific locations for the Oracle Home, Domain Home, and Application Home. Oracle recommends a directory structure similar to the one shown in Figure

20 Chapter 2 Roadmap for Verifying Your System Environment Figure 2-3 Recommended Oracle Fusion Middleware Directory Structure home oracle product Oracle Home (Oracle_Home) This area contains binary files laid down by the product installer. Runtime processes will not write to this area. config Domain Home (Domains) This area contains configuration and application data created by user. Application Home (applications) A base location (Oracle base) should be established on your system (for example, / home/oracle). From this base location, create two separate branches, namely, the product directory and the config directory. The product directory should contain the product binary files and all the Oracle home directories. The config directory should contain your domain and application data. Oracle recommends that you do not keep your configuration datain the Oracle home directory; if you upgrade your product to another major release, are required to create a new Oracle home for binaries. You must also make sure that your configuration data exists in a location where the binaries in the Oracle home have access. The /home/oracle/product (for the Oracle home) and /home/oracle/config (for the application and configuration data) directories are used in the examples throughout the documentation; be sure to replace these directories with the actual directories on your system. About the Oracle Home Directory When you install any Oracle Fusion Middleware product, you must use an Oracle home directory. This directory is a repository for common files that are used by multiple Fusion Middleware products installed on the same machine. These files ensure that Fusion Middleware operates correctly on your system. They facilitate checking of crossproduct dependencies during installation. For this reason, you can consider the Oracle home directory a central support directory for all Oracle Fusion Middleware products installed on your system. Fusion Middleware documentation refers to the Oracle home directory as ORACLE_HOME. Oracle Home Considerations 2-9

21 Chapter 2 Roadmap for Verifying Your System Environment Keep the following in mind when you create the Oracle home directory and install Fusion Middleware products: Do not include spaces in the name of your Oracle home directory; the installer displays an error message if your Oracle home directory path contains spaces. You can install only one instance of each Oracle Fusion Middleware product in a single Oracle home directory. If you need to maintain separate versions of a product on the same machine, each version must be in its own Oracle home directory. Although you can have several different products in a single Oracle home, only one version of each product can be in the Oracle home. Multiple Home Directories Although in most situations, a single Oracle home directory is sufficient, it is possible to create more than one Oracle home directory. For example, you need to maintain multiple Oracle home directories in the following situations: You prefer to maintain separate development and production environments, with a separate product stack for each. With two directories, you can update your development environment without modifying the production environment until you are ready to do so. You want to maintain two different versions of a Fusion Middleware product at the same time. For example, you want to install a new version of a product while keeping your existing version intact. In this case, you must install each product version in its own Oracle home directory. You need to install multiple products that are not compatible with each other. See Oracle Fusion Middleware 12c ( ) Interoperability and Compatibility in Understanding Interoperability and Compatibility. Note: If you create more than one Oracle home directory, you must provide nonoverlapping port ranges during the configuration phase for each product. About the Domain Home Directory The Domain home is the directory where domains that you configure are created. The default Domain home location is ORACLE_HOME/user_projects/domains/ domain_name. However, Oracle strongly recommends that you do not use this default location. Put your Domain home outside of the Oracle home directory, for example, in /home/oracle/config/domains. The config directory should contain domain and application data. Oracle recommends a separate domain directory so that new installs, patches, and other operations update the ORACLE_HOME only, not the domain configuration. See About the Recommended Directory Structure for more on the recommended directory structure and locating your Domain home. Fusion Middleware documentation refers to the Domain home directory as DOMAIN_HOME and includes all folders up to and including the domain name. For example, if you name your domain exampledomain and locate your domain data in the / 2-10

22 Chapter 2 Roadmap for Verifying Your System Environment home/oracle/config/domains directory, the documentation would use DOMAIN_HOME to refer to /home/oracle/config/domains/exampledomain. About the Application Home Directory The Application home is the directory where applications for domains you configure are created. The default Application home location is ORACLE_HOME/user_projects/applications/ domain_name. However, Oracle strongly recommends that you locate your Application home outside of the Oracle home directory; if you upgrade your product to another major release, you must create a new Oracle home for binaries. See About the Recommended Directory Structure for more on the recommended directory structure and locating your Application home.. Fusion Middleware documentation refers to the Application home directory as APPLICATION_HOME and includes all folders up to and including the domain name. For example, if you name your domain exampledomain and you locate your application data in the /home/oracle/config/applications directory, the documentation uses APPLICATION_HOME to refer to /home/oracle/config/applications/exampledomain. Installing Multiple Products in the Same Domain There are two methods to install and configure multiple products in one domain. This is also known as extending a domain. Method 1. Install and configure Product A, including creating the schemas and starting all servers in the domain to verify a successful domain configuration. This is the method used in all installation guides in the Fusion Middleware library. You can repeat this process for as many products as necessary. It allows you to validate one product at a time and add more products incrementally. To install Product B in the same domain as Product A: 1. Stop all servers to prevent any updates to the domain while you add the new product. See Starting and Stopping Oracle Fusion Middleware in Administering Oracle Fusion Middleware. 2. Follow the instructions in the installation guide for Product B, including creating the necessary schemas. 3. Run the Configuration Wizard to configure the domain. Method 2. During configuration, the Configuration Wizard automatically detects the components that have been installed and offers you the option to extend the existing Product A domain to include Product B. Install all of the required products, then create the schemas for all of the products. After you create the schemas, configure the domain by using the necessary product templates, then start all the servers. 2-11

23 Chapter 2 Roadmap for Verifying Your System Environment Preparing for Shared Storage This method of creating a multi-product domain may be slightly faster than Method 1; however, the installation guides in the Fusion Middleware library do not provide specific instructions for this method of domain creation. Oracle Fusion Middleware allows you to configure multiple WebLogic Server domains from a single Oracle home. This allows you to install the Oracle home in a single location on a shared volume and reuse the Oracle home for multiple host installations. If you plan to use shared storage in your environment, see Using Shared Storage in High Availability Guide for more information. About JDK Requirements for an Oracle Fusion Middleware Installation Most Fusion Middleware products are in.jar file format. These distributions do not include a JDK. To run a.jar distribution installer, you must have a certified JDK installed on your system. Make sure that the JDK is installed outside of the Oracle home. If you install the JDK under the Oracle home, you may encounter problems when you try to perform tasks in the future. Oracle Universal Installer validates that the Oracle home directory is empty; the install does not progress until you specify an empty directory. Oracle recommends that you locate your JDK installation in the /home/oracle/products/jdk directory. Platform-specific distributions have a.bin (for UNIX operating systems) or.exe (for Windows operating systems) installer; in these cases, a platform-specific JDK is in the distribution and you do not need to install a JDK separately. However, you may need to upgrade this JDK to a more recent version, depending on the JDK versions that are certified. Always verify the required JDK version by reviewing the certification information on the Oracle Fusion Middleware Supported System Configurations page. For 12c ( ), the certified JDK is 1.8.0_131 and later. To download the required JDK, navigate to the following URL and download the Java SE JDK: About Database Requirements for an Oracle Fusion Middleware Installation Many Oracle Fusion Middleware products require database schemas prior to configuration. If you do not already have a database where you can install these schemas, you must install and configure a certified database. To find a certified database for your operating system, see the certification document for your release on the Oracle Fusion Middleware Supported System Configurations page on the Oracle Technology Network (OTN). To make sure that your database is properly configured for schema creation, see Repository Creation Utility Requirements in the Oracle Fusion Middleware System Requirements and Specifications document. 2-12

24 Chapter 2 Obtaining the Product Distribution After your database is properly configured, you use the Repository Creation Utility (RCU) to create product schemas in your database. This tool is available in the Oracle home for your Oracle Fusion Middleware product. See About the Repository Creation Utility in Creating Schemas with the Repository Creation Utility. Obtaining the Product Distribution You can obtain the Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence distribution on the Oracle Technology Network (OTN). To prepare to install Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence: 1. Enter java -version on the command line to verify that a certified JDK is installed on your system. For 12c ( ), the certified JDK is 1.8.0_131 and later. See About JDK Requirements for an Oracle Fusion Middleware Installation. 2. Locate and download the Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence software. See Obtaining Product Distributions in Planning an Installation of Oracle Fusion Middleware. About Product Distributions You create the initial Oracle Business Intelligence domain using the Oracle Fusion Middleware Infrastructure distribution, which contains both Oracle WebLogic Server software and Oracle Java Required Files (JRF) software. Oracle JRF software consists of: Oracle Web Services Manager Oracle Application Development Framework (Oracle ADF) Oracle Enterprise Manager Fusion Middleware Control Repository Creation Utility (RCU) Other libraries and technologies required to support Oracle Fusion Middleware products Installing Oracle Fusion Middleware Infrastructure is a prerequisite to installing Oracle Business Intelligence. Verifying Whether EndPoint URLs are Resolving to a Fully Qualified Domain Name Before you install Oracle BI, you must make sure that the EndPoint URLs resolves to a FQDN or you use the Frontend Load Balancer for server-side configuration. You must configure the front-end host with a FQDN. 2-13

25 3 Installing the Oracle Business Intelligence Software Follow the steps in this section to install the Oracle Business Intelligence software. Before beginning the installation, ensure that you have verified the prerequisites and completed all steps covered in Preparing to Install and Configure Oracle Business Intelligence. Verifying the Installation Checklist The installation process requires specific information. Starting the Installation Program You can start the installation program on UNIX or Windows. Navigating the Installation Screens The installer shows a series of screens where you verify or enter information. Verifying the Installation After you complete the installation, verify whether it was successful by completing a series of tasks. Checking the Directory Structure After you install Oracle Business Intelligence, you should see the directory structure as shown in this topic. The contents of your installation vary based on the options you selected during the installation. Verifying the Installation Checklist The installation process requires specific information. Table 3-1 lists important items that you must know before, or decide during, Oracle Business Intelligence installation. Table 3-1 Installation Checklist Information Example Value Description JAVA_HOME /home/oracle/java/ jdk1.8.0_131 Environment variable that points to the Java JDK home directory. Database host examplehost.exampledomain Name and domain of the host where the database is running. Database port 1521 Port number that the database listens on. The default Oracle database listen port is Database service name orcl.exampledomain Oracle databases require a unique service name. The default service name is orcl. 3-1

26 Chapter 3 Verifying the Installation Checklist Table 3-1 (Cont.) Installation Checklist Information Example Value Description DBA username SYS Name of user with database administration privileges. The default DBA user on Oracle databases is SYS. DBA password mydbapw957 Password of the user with database administration privileges. ORACLE_HOME /home/oracle/product/ ORACLE_HOME Directory in which you will install your software. This directory will include Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence, as needed. WebLogic Server hostname examplehost.exampledomain Host name for Oracle WebLogic Server and Oracle Business Intelligence consoles. Console port 7001 Port for Oracle WebLogic Server and Oracle Business Intelligence consoles. DOMAIN_HOME APPLICATION_HOME Administrator user name for your WebLogic domain /home/oracle/config/ domains/bi_domain /home/oracle/config/ applications/bi_domain weblogic Location in which your domain data is stored. Location in which your application data is stored. Name of the user with Oracle WebLogic Server administration privileges. The default administrator user is weblogic. Administrator user password myadmpw902 Password of the user with Oracle WebLogic Server administration privileges. RCU ORACLE_HOME/ oracle_common/bin Path to the Repository Creation Utility (RCU). RCU schema prefix BI Prefix for names of database schemas used by Oracle Business Intelligence. RCU schema password myrcupw674 Password for the database schemas used by Oracle Business Intelligence. Configuration utility ORACLE_HOME/oracle_common/ common/bin Path to the Configuration Wizard for domain creation and configuration. 3-2

27 Chapter 3 Starting the Installation Program Table 3-1 (Cont.) Installation Checklist Information Example Value Description Configuration Assistant ORACLE_HOME/bi/bin Path to the Configuration Assistant for domain creation and configuration. Oracle recommends that you use the Configuration Assistant to configure your BI domain. Starting the Installation Program You can start the installation program on UNIX or Windows. To start the installation program: 1. Sign in to the host system. 2. Go to the directory where you downloaded the installation program. 3. Enter the following command: (UNIX)./fmw_ _bi_platform_linux64.bin (Windows) setup_fmw_ _bi_platform_win64.exe Note: You will not be able to execute./ fmw_ _bi_platform_linux64.bin if it does not have execute permission. Make sure to check and grant execute permission before running this command. When the installation program appears, you are ready to begin the installation. Navigating the Installation Screens The installer shows a series of screens where you verify or enter information. The following table lists the order in which installer screens appear. If you need additional help with an installation screen, click Help. 3-3

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